Make a Task Contingent on a Date

When you need a Task to occur before or after the milestone date of an event associated with a Person, Transaction or Project, you will want to select the option to make the task contingent.

Step 1: Select the plus [+] sign next to Tasks on the left of your account. 

Step 2: Fill out task details and select the Make Contingent option to set contingency. 


Great job! That's it!

*Note that the options Events are milestones and will change based on who or what the task is for (person, transaction, or project).